1/ Many of the SV / SF / VC / HF think ETH or another smart contract platform will win because “more people are building apps on it.”
yes. very actively and extensively. I am also myself one of those very people.
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Bad examples. They might care about self-sovereign financial instruments like lending/borrowing or digital collectibles. We have various algos and observable evidence that social networks increase in value the more they are used. Why would this be any dif?
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Nah these billionaires only care about fixed-supply / uncensorability / privacy, if anything. They don't care about your digital cats or your other goofy stuff. Moneys != a social network websites
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Citation needed. It’s not about digital cats it’s about the increased usage and moneyness that such use cases bring. BTC will need intense proselytizing to achieve the same level of belief as simple usage brings. Not impossible but significantly harder.
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What panek wrote; most of my peers in family office land who’ve been investing in traditional early stage direct venture diligence LTV, retention, churn and other network kpi’s regularly; its part of their rigor. Milestones on user/network growth, CAC, etc all required
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Evaluating potential money systems is not the same as evaluating a SaaS startup.
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^what he said. These are startup metrics. Half of these don't even apply to emerging money-forms. In my view, Seed Investing is less applicable and Monetary Economics / Monetary History is more applicable here.
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Never before in history could you seed invest in a new money/economy with the tools and knowledge that we have at our disposable. This is a different game entirely.
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I agree with you. I still think, these are Money first and Software second. (Money wrapped in Software). So various aspects of coins' Monetary characteristics are very important to consider.
End of conversation
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